Every feature Sharesight released in 2023

2023 was a year of growth for Sharesight. We continued to focus on refining our product, adding new features and making it easier than ever for investors to get the information they need to make better decisions. We also maintained our commitment to expanding support for global investors, with additional support for 56 new countries, five new markets and 17 brokers. Other key updates include the increase of our crypto support to over 100 leading cryptocurrencies, the introduction of our new (beta) holdings page, and the release of our new exposure report.

Not every new Sharesight feature gets its own blog post, but all updates are covered in our monthly product updates. In case you have missed any of these updates, here is a list of every new feature and upgrade released by Sharesight in 2023.

New functionality/enhancements

February

• Our holding news feed is now even richer with new content provided by Simply Wall Street covering a broad range of stocks and markets
• We now allow for the capture of franking credits on Australian convertible notes (relevant for our Australian customer base only).

April

• We released our revamped diversity report
• We introduced a new staff permission for our professional users to allow for specific authorisation around the management of account level custom investments. We will continue to streamline our custom investment feature set as we expand beyond our core focus on share market investments into alternatives, property and the like
• We introduced support for 28,000 Irish investment funds.

May

• Introduced support for the Vienna Stock Exchange
• Introduced a new wizard for the bulk import of custom investment prices. This new tool provides a modern interface, improved user experience and takes Sharesight another step closer to providing an investment tracking solution for all investment types
• We now allow the import of trades using ISIN codes in addition to ticker symbols. This capability is particularly important for our European customers
• Extended support to an additional 56 countries and their associated currencies. These new countries cover a population of around 200 million. With this expansion, we now allow users to sign up and create portfolios for 95% of countries worldwide
• Expanded our crypto support to an additional 100 cryptos, up from the eight previously supported. As part of this release we have also introduced a new crypto market which allows for the separation of crypto stocks from traditional currencies when grouping by market. We will migrate the existing eight cryptos (including Bitcoin and Ethereum) to this new dedicated crypto market in due course
• Introduced default financial year end dates to an additional 18 portfolio countries, removing the need for users to manually configure these dates.

June

• Expanded access to our manual cash accounts feature to those on the Starter plan
• Introduced the ability to see a single summarised row of a stock when viewing the diversity report in a consolidated portfolio where that stock is present in two or more portfolios
• Revamped the UX for re-running diversity report requests to ensure a smoother user experience
• Added country and income type for each foreign payout to the New Zealand taxable income report (both on screen and on the xlsx downloads) to accommodate changes in New Zealand tax return reporting obligations
• We have expanded the performance optimisations we introduced last month to our capital gains tax (CGT) calculations, drastically reducing timeouts on our unrealised CGT and CGT reporting in Australian portfolios.

July

• Introduced support for the Philippine Stock Exchange (PHS)
• Introduced a new coupon rates screen to the custom investment feature set found under the accounts menu
• Added cryptocurrency Kusama (KSM)
• Introduced our revamped sold securities report which delivers a better mobile experience and no longer times out in large portfolios.

September

• Introduced support for Luxembourg investment funds
• Introduced a new exposure report.

October

• Very early beta release of our new holdings page
• The ability to bulk delete custom investment prices
• The ability for guests with read only access to view custom investment details
• Separated the ‘residual’ entry for each ETF on the exposure report into their own ‘residual ETFs’ category, displaying this grouping at the bottom of the report.

November

• Taking into account a lot of useful feedback, we’ve updated the layout of our new beta holdings page. We’ve also added a labels card and a notes and files section
• We have adopted entirely new technology for our PDF generation and rolled this out with the diversity and sold securities reports. PDF generation of these reports previously was particularly slow. The file downloads now occur instantly. We will roll out this technology to all our reports in due course.

December

• Added support for the Istanbul Stock Exchange (Borsa Istanbul)
• Completed the rollout of our exposure report to all users on the investor, expert and professional plans
• Improved the UX and instructions on all our 196+ broker tiles
• Introduced some layout improvements to our reports landing page including explainer videos as well as new visual and colour separation of reports into three categories of Performance, Asset Allocation, plus Tax & Compliance.

Broker support

March

• We’ve introduced support for importing historic E*Trade trades via CSV.

June

• Added support for Freetrade transaction history imports via CSV
• Expanded our National Bank of Canada transaction history import to include both French and English versions.

July

• Added Ausiex CSV support.

September

• Added Degiro CSV support (in multiple languages)
• Added Moomoo CSV support
• Added Webull CSV support
• Added Revolut CSV support
• Added Zerodha CSV support.

October

• Added support for Barrenjoey trade confirmations.

November

• Added an integration for Desktop Broker for Sharesight Professional users
• Added support for Sentinel trade confirmations.

December

• Added support for Vanguard Personal Investor Australia CSV trade file imports
• Added support for Nordnet CSV trade file imports
• Added support for Avanza CSV trade file imports
• Added support for XTB trade file imports
• Added trade confirmation support for Centric Capital.

Exposure report enhancements

November

• Enabled this new report to be run in consolidated views
• Introduced a badge showing the count of how many direct and underlying holdings are connected to a single company, avoiding the need to drill into each investment
• ETFs that largely track only one other ETF will now show the ‘true’ underlying holdings. For example, IVV.ASX technically has one holding, IVV.NYSE, but it’s the underlying holdings of IVV.NYSE that we really want to reveal for IVV.ASX to understand the true market exposure of IVV.ASX. You can see this treatment by running the exposure report and selecting AAPL.NASDAQ. This will reveal the ‘Nested underlying’ holdings of IVV.ASX.

Enhancements for professional partners

• Our partners can now update dividend reinvestment plan (DRP) settings for each of their customers’ holdings in bulk via our API, including the rounding treatment of the holdings reinvestment plan; namely, round up, round down, round to nearest and ‘round down and track balance’.

UX / Usability improvements

January

• Added pagination to the holdings page news feed to improve the holdings page user experience on mobile devices.

February

• We have updated our dividend reinvestment (DRP) default settings to more closely reflect the most common rounding treatment of DRPs. When DRPs are turned on for a holding, we now use the rounding treatment ‘round down and track balance’ by default.

March

• We introduced the 5th tranche of the revamped payouts table and form, this time extending our new payouts to Australian portfolios and payouts synced to Xero. This release largely completes our work in this area. Our UX improvements focus is now shifting toward the holdings page which has a number of UX issues we’d like to address, including the user experience on mobile devices
• We introduced a small animation to our account settings screen. You will likely see more of these animations introduced in the coming months. We are exploring ways to better inform users of progress with page loads and the introduction of this animation is really a test of the technology behind this new approach
• We introduced several UX improvements to our white labelled solutions to improve the experience on mobile devices for these users, such as introducing mobile friendly logos for our branded products.

April

• We’ve streamlined aspects of our Macquarie cash account feature, specifically around the addition and deletion of new Macquarie connections
• We’ve improved the way we refer to NZ bonds to make them easier to discover and reference when on the overview, holdings, trade and payout forms
• We have completed the rollout of our new payouts functionality with support for payouts synced to Xero and other edge cases.

May

• We’ve made some very noticeable performance improvements on the page load time for large, complex holdings
• We now display customers' name and email address in the Account dropdown, providing better context for users and making it one less click to get this information
• Introduced a modernised success message when payouts are modified in any way
• Updated our CSV import instructions for all broker imports, ensuring our instructions are simple and accurate for each broker we support.

June

• Introduced new branded designs for a number of our error pages, continuing our work to produce a consistent ‘on brand’ feel to all our products.

Let’s make 2024 our best year yet

A big thank you to all our loyal users and partners for joining us on our journey in 2023, where we made it our mission to refine our product and introduce new features based on your feedback. We have some exciting new features planned for 2024 and we look forward to sharing them with you, so watch this space!

If you’re not using Sharesight yet, what are you waiting for? Sign up for a FREE account to start tracking your investment performance (and tax) today.

FURTHER READING

• See what’s inside your ETFs with Sharesight’s exposure report
• Track Bitcoin and other cryptocurrencies with Sharesight
• Every feature Sharesight released in 2022